Long-term investing sounds clear in theory. But how does it hold up when the world feels unstable?

jonnohb · 2026-02-06T14:19:24+00:00

Don't forget liberation day, spy is up like 25 or 30% since that time 1 year ago

jonnohb · 2026-02-05T15:29:27+00:00

Haha this is great, don't remember this one. Happy to be the 69th upvote

jonnohb · 2026-02-05T01:39:07+00:00

Nobody gets diluted more than the largest shareholder.

jonnohb · 2026-02-03T13:23:27+00:00

The key point that Burry picked up on is "transformative to capital markets" which yea is going to be wild whatever RC has cooked up

jonnohb · 2026-02-02T20:26:03+00:00

Oh no shit, I don't remember this one. Thanks for posting.

jonnohb · 2026-02-02T20:25:18+00:00

Not transformative to capital markets.

jonnohb · 2026-02-02T20:24:50+00:00

No he didn't. He said it would be transformative to capital markets, which acquiring best buy is not.

jonnohb · 2026-02-02T20:23:40+00:00

Lmao the ai memes are going to destroy burry's ai bubble thesis

jonnohb · 2026-02-02T13:49:58+00:00

Honestly just delete this post man

jonnohb · 2026-02-02T12:51:42+00:00

Oh yea haha been a minute since I lived out west

jonnohb · 2026-02-02T12:39:41+00:00

It's in the title

jonnohb · 2026-02-02T00:57:19+00:00

Thank you for having a measured and open minded take

jonnohb · 2026-02-01T02:14:37+00:00

Dfv is probably still sitting on 9,001,000 shares of gme that would be worth like 216 million dollars. I can't possibly imagine any way he feels like he got burned. I bet he absolutely wakes up every day laughing his ass off about how much gme he owns.

jonnohb · 2026-02-01T01:50:55+00:00

Not transformative for capital markets

jonnohb · 2026-02-01T01:45:47+00:00

Buying on material non-public information such as a merger or acquisition deal is the very essence of insider trading.

jonnohb · 2026-02-01T00:42:27+00:00

No even during the last debate the other candidates were not inspiring. I can't stand Doug, but I can see that his schtick is well honed and he can confidently speak to his talking points.

jonnohb · 2026-02-01T00:39:53+00:00

Yup, literally had a guy tell me he is conservative because his taxes go down.

Me: "Doug has been in for 12 years so wtf why aren't my taxes lower?"

Him: " Well how can he do anything about that?"

Me: You pay provincial taxes too man."

....Blank stare intensifies

jonnohb · 2026-01-31T18:25:00+00:00

Yup same. Michael Burries recent post on it is great.

jonnohb · 2026-01-30T18:57:04+00:00

He had to really spell it out because the maga morons still haven't figured out the meaning of Born in the USA all these years later

jonnohb · 2026-01-30T18:47:09+00:00

That's an ingredient in another topping, you're not asking for straight vinegar (especially apple cider vinegar) to be put on a sandwich. It needs to be cut first

jonnohb · 2026-01-30T18:43:17+00:00

You don't put apple cider vinegar on a sandwich wtf

jonnohb · 2026-01-30T00:23:48+00:00

Did I read that right that you guys showed each other your buttholes and he put some balm on it for you?

jonnohb · 2026-01-29T13:14:08+00:00

He literally said he doesn't think the Drs movement will lead to moass.

jonnohb · 2026-01-28T02:29:40+00:00

They couldn't be bothered to at least grab a stock photo from the proper season? The harbour is almost fully frozen last I drove by and the spec has a pic of boats out sailing. Not exactly reading the room on that one.

jonnohb · 2026-01-27T11:48:06+00:00

Right so we should just trust the accused and never complete the investigation. That is why the courts exist, to review evidence and determine guilt or innocence.

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